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Vanguard FTSE All-World ex-US Small-Cap Index Fund

532 hedge funds and large institutions have $5.13B invested in Vanguard FTSE All-World ex-US Small-Cap Index Fund in 2022 Q4 according to their latest regulatory filings, with 100 funds opening new positions, 206 increasing their positions, 167 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

682% more call options, than puts

Call options by funds: $884K | Put options by funds: $113K

108% more first-time investments, than exits

New positions opened: 100 | Existing positions closed: 48

24% more capital invested

Capital invested by funds: $4.15B → $5.13B (+$980M)

23% more repeat investments, than reductions

Existing positions increased: 206 | Existing positions reduced: 167

7% more funds holding

Funds holding: 495532 (+37)

6% more funds holding in top 10

Funds holding in top 10: 1819 (+1)

0.74% more ownership

Funds ownership: 62.86%63.6% (+0.74%)

Holders
532
Holders Change
+37
Holders Change %
+7.47%
% of All Funds
8.55%
Holding in Top 10
19
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.56%
% of All Funds
0.31%
New
100
Increased
206
Reduced
167
Closed
48
Calls
$884K
Puts
$113K
Net Calls
+$771K
Net Calls Change
-$212K
Name Holding Trade Value Shares
Change
Change in
Stake
EA
26
Efficient Advisors
Ohio
$32.3M +$1.44M +14,360 +5%
Bank of America
27
Bank of America
North Carolina
$31.9M -$670K -6,666 -2%
Wells Fargo
28
Wells Fargo
California
$30.9M +$4.96M +49,282 +20%
Bank of Montreal
29
Bank of Montreal
Ontario, Canada
$30.7M -$4.91M -48,811 -14%
BlackRock
30
BlackRock
New York
$30.5M +$2.31M +23,017 +8%
FFW
31
Fusion Family Wealth
New York
$29.5M -$1.62M -16,139 -5%
Creative Planning
32
Creative Planning
Kansas
$28.6M +$1.39M +13,872 +5%
FSC
33
Full Sail Capital
Oklahoma
$26.7M -$1.46M -14,479 -5%
Corient Private Wealth
34
Corient Private Wealth
Florida
$26.4M +$46.8M +465,062 New
LNC
35
Lincoln National Corp
Pennsylvania
$26.1M +$968K +9,627 +4%
EWM
36
Empirical Wealth Management
Washington
$25M +$2.24M +22,258 +10%
AC
37
Apella Capital
Connecticut
$22.6M +$2.26M +22,442 +11%
HighTower Advisors
38
HighTower Advisors
Illinois
$20.1M +$1.78M +17,721 +10%
PP
39
PrairieView Partners
Minnesota
$19M +$894K +8,887 +5%
Goldman Sachs
40
Goldman Sachs
New York
$18.4M -$241K -2,392 -1%
BHWM
41
Beaird Harris Wealth Management
Texas
$18.4M +$406K +4,040 +2%
CB
42
Commerce Bank
Missouri
$18.1M -$938K -9,325 -5%
GGS
43
Galvin Gaustad & Stein
Arizona
$17.8M +$2.79M +27,746 +19%
Janney Montgomery Scott
44
Janney Montgomery Scott
Pennsylvania
$17.3M +$536K +5,327 +3%
MG
45
Mather Group
Illinois
$16.6M -$1.04M -10,376 -6%
Vontobel Holding
46
Vontobel Holding
Switzerland
$15.9M +$503K +5,000 +3%
FWP
47
Falcon Wealth Planning
California
$15.9M +$1.27M +12,654 +9%
Osaic Holdings
48
Osaic Holdings
Arizona
$15.4M +$3.02M +30,009 +25%
Royal Bank of Canada
49
Royal Bank of Canada
Ontario, Canada
$15.4M -$2.32M -23,103 -13%
SW
50
SVB Wealth
Massachusetts
$15M +$1.49M +14,849 +11%

VSS Hedge Fund Activity: Q4 2022 in Review

532 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) for Q4 2022, worth a combined $5.13B — up 24% from $4.15B a quarter earlier.

Buyers outnumbered sellers: 100 funds opened new VSS positions and 48 closed out — a net gain of 52 holders — while 206 added to existing stakes and 167 trimmed.

The largest buyer was Natixis Advisors, adding an estimated $93.9M. The largest seller was Jones Financial Companies, cutting an estimated $113M.

  • 532 institutional investors held Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) as of Q4 2022, up from 495 in Q3 2022.
  • Funds reported $5.13B of Vanguard FTSE All-World ex-US Small-Cap Index Fund stock for Q4 2022, up 24% quarter-over-quarter.
  • 100 funds opened new Vanguard FTSE All-World ex-US Small-Cap Index Fund positions in Q4 2022 and 48 closed out, a net change of +52 holders.
  • The largest Vanguard FTSE All-World ex-US Small-Cap Index Fund buyer in Q4 2022 was Natixis Advisors, an estimated $93.9M added.
  • The largest Vanguard FTSE All-World ex-US Small-Cap Index Fund seller in Q4 2022 was Jones Financial Companies, an estimated $113M sold.

Based on aggregated 13F filings for Q4 2022.